Carson Wealth (CWM LLC)
IBMT

Carson Wealth (CWM LLC)’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$732K Buy
28,505
+7,655
+37% +$200K ﹤0.01% 1755
2025
Q4 		$541K Buy
+20,850
New +$541K ﹤0.01% 1872

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBMT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 37% in Q1 2026, buying an estimated $200K and bringing the position to 28,505 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Carson Wealth (CWM LLC) first reported a position in IBMT in Q4 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,505 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $732K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,655 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $200K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1755 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.